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Cetera Financial Group is currently seeking a Product Solutions Consultant. This is a unique opportunity to join our team that is responsible for directing our financial professionals with unbiased guidance on available investment & insurance products. The Product Solutions Consultant will be part of the Wealth Management Product Solutions team supporting financial professionals in understanding how to implement various investment strategies and products into their practice. To support advisor and client investment challenges, the Product Solutions Consultant must have a deep working knowledge of major product lines such as mutual funds, annuities, alternative investments and others, an ability to connect investor challenges to product solutions, and educate financial professionals on how to implement these solutions into their practice.
The position requires strong consultative skills and an ability to assist financial professionals with sales ideas, prospecting techniques, overcoming sales objections, unbiased product guidance and determining the best approach to closing sales opportunities, including developing strategies for point-of-sale meetings. The role will regularly interact with numerous departments including Advisory Sales, Growth Officers, Financial Planning, Advanced Planning Due Diligence, Compliance, Supervision, and Operations.
Product Solutions Consultant will provide education to advisors through in-bound and outbound phone activity, support key institution training opportunities, manage webinars, etc.
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The salary range for this role is $75,000 - $85,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
Full Time
$97k-134k (estimate)
06/13/2024
07/28/2024
cetera.com
El Segundo, CA
1,000 - 3,000